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Importing Data and Metadata from Interface Tables

Importing Data and Metadata from Interface Tables

This tutorial covers creating interface tables and importing data and metadata from interface tables.

Approximately 1 hour.

Topics

This tutorial covers the following topics:

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Overview

This tutorial covers creating interface tables and importing data and metadata from interface tables.

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Your company wants to import data and metadata from an external source (Excel file or GL file) into the Reports application and dimension library, respectively. To do this, you create an interface table data source. After creating the interface table data source, you use a SQL program to extract the required data and metadata from the external source into the interface table. Next, you create an interface table definition and synchronization to import data from the interface table into the Reports application. Finally, you create and execute a profile to import metadata into the dimension library.

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Prerequisites

Before starting this tutorial, you should:

1.

Have access to or have installed Hyperion Financial Management 9.3.1

2.

Have access to or have installed Hyperion Foundation Services 9.3.1

3. Have installed and configured Hyperion Shared Services
4. Have installed the Reports application
5. Have functional knowledge of a data transfer application or SQL load program

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Creating Interface Tables

In this part of the tutorial, you create and configure an interface table in the Hyperion Configuration Utility. You configure the interface table by creating data source links that are used during data synchronization and profile creation.

1.

Navigate to Start > Programs > Hyperion > Foundation Services > Configuration Utility, and click Next.

 

2.

Select Enterprise Performance Management Architect 9.3.1.0.0 and, in the expanded list, select Interface Datasource Configuration. Click Next.


3.

Enter the following information for Hyperion Shared Services, and click Next.

Property Value
Server <servername>(<servername> is the name of your Shared Services server.)
Port 58080
User admin
Password password

 

4.

Select Create a new datasource link, and click Next.

 

5.

Select Microsoft SQL Server 2000, and click Next.

 

6.

Perform the following actions:

a) Enter the following property values for the interface datasource:

Property Value
Datasource Name FM Datasource
Server <servername>(<servername> is the name of your Shared Services server.)
Port 1433
Database Interface
User AppsAdmin
Password hyperion

b. Select Create Interface tables:

c. Click Next.

 

7.

Click Yes to delete all existing tables.

 

8.

Click Next.

 

9.

Verify that the interface datasource configuration has succeeded, and click Next.

 

10.

Select No, and click Next.

 

11.

Click Finish to exit the configuration utility.

You can now use any SQL load program or data transfer tool to extract data from the external source into the interface table.

 

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Importing Data from Interface Tables

After extracting data from the external source to the interface table, you create synchronizations to import data from the interface table into the Reports application. Before you create synchronizations, you create an interface area that defines the data interface table. You create the interface area and synchronization in the Data Synchronization module of Enterprise Performance Management Architect.

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Creating an Interface Area

1.

On your desktop, double-click the Workspace icon, and enter user name trnadmin and password hyperion. Click Log On to logon to Workspace.

 

2.

In Workspace, select Navigate > Administer> Data Synchronization.

 

3.

Select File > New > Data Interface Table Definition.


4.

Select the following values for the interface area, and click Next.

Property Value
Interface Area FM Datasource
Database Table HS_Data_Consolidation
Column Data

 

5.

Map each dimension of the Reports application to the appropriate column, and click Next.

Column Dimension Name
Scenario HFM_REPORTS_Scenario
Year HFM_REPORTS_Year
Period HFM_REPORTS_Period
View HFM_REPORTS_View
Value HFM_REPORTS_Value
Entity HFM_REPORTS_Entity
Account HFM_REPORTS_Account
ICP HFM_REPORTS_ICP
Custom1 HFM_REPORTS_LineOfBusiness
Custom2 HFM_REPORTS_Markets
Custom3 HFM_REPORTS_Grades
Custom4 HFM_REPORTS_Units&Flows

 

6.

On the properties page, enter the following properties for the interface table, and click Finish.

Name Description
ReportsLoad Load data from the Interface tables for the Reports application.

 

7.

Select View > Refresh.

The ReportsLoad interface area is displayed in the Data Synchronization window.

 

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Creating Synchronizations

1.

Select File > New > Synchronization.

 

2.

Select Hyperion Data Interface Area, and click Next.


3.

Select ReportsLoad, and click Next.

 

4.

Select REPORTS, and click Finish.

 

5.

Verify that dimensions of the interface area (Source) and Reports application (Destination) are mapped as follows:

Note: Dimensions are automatically mapped if their names are the same. You can manually map dimensions when the names are different.

 

6.

Select File > Save, and save the synchronization with the following information, and click OK.

Name Description
Reports Data load from ReportsLoad interface table.

 

7.

Select the Data Synchronizer tab.

 

8.

Select View > Refresh.

The Reports synchronization is displayed in the Data Synchronizer window.

 

9.

Right-click the Reports synchronization, and select Validate Synchronization.

 

10.

Click OK.

 

11.

Click Close.

 

12.

Right-click the Reports synchronization, and select Execute Synchronization.

 

13.

Click OK.

 

14.

Click Close.

 

15.

Select Navigate > Administer > Library Job Console, and select the job whose description is Executing synchronization: Reports.

Verify that synchronization is completed successfully and that data is imported from the interface table into the Reports application.

 

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Importing Metadata from Interface Tables

You can also import metadata from the interface tables into the Performance Management Architect dimension library.

1.

Select Navigate > Administer > Dimension Library.

 

2.

Select File > Import > Create Profile.


3.

Enter the following information for the new profile, and click OK.

Property Value
Profile Name LoadMetadata
Import Type Interface Tables
Description Load metadata for Reports application from interface tables
Data Source FM Datasource

The dimensions defined in the interface tables are displayed.

 

4.

Enter the following details to map the dimensions:

a) For each dimension in the Interface area, enter the following dimensions in the Master View column:

Interface Area Master View

b. In the Merge/Replace column, verify that Merge is selected.

c. Click Next.

 

5.

Click Finish.

 

6.

Click Yes.

 

7.

Click Close.

 

8.

Select Navigate > Administer > Library Job Console, and perform the following actions:

a. Select the job with the description Import 'LoadMetadata' in Library 'Master', and verify that the import was completed successfully.

b. Click Import Results to review the results.

 

9.

Select the Dimension Library tab, and select View > Refresh.

The imported dimensions are displayed in Master View.

 

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In this lesson, you learned how to:

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